High Net Worth families want to avoid downside risk, want uncapped opportunities, and tax advantages when growing wealth.

Tax-Advantaged Investing

Our investing strategies provide tax-advantages that the vast majority of traditional money managers, family offices, CPAs, Tax and Trust Attorneys cannot.

Diverse Strategies

We have strategies that vary for different ranges of wealth, allowing us to optimize a plan for your portfolio that pays attention to every detail.

ILIT Strategy

We provide a superior alternative to using a Whole Life policy to fund your ILIT. Our strategy will not only ensure your heirs inherit tax-free cash flow after you pass, it will also allow you to access the cash value while still alive should you need it.

Pension-Like Cash-Flow

We can create annual, increasing cash-flow in retirement to compensate for inflation.

Death Tax Strategies

WCSG can put you in a situation where you can avoid the need to sell off assets to pay for death taxes.

Uncapped Gains

WCSG has products that give you the opportunity to leverage your investment and still receive uncapped annual gains. Traditionally, using leverage can massively increase the risk of your investment but not with us.

Client-Centric Compensation

We often hear from our clients that they are charged a "flat rate" to give the allusion of working in your best interest. Unfortunately, in many cases they are financially incentivized to recommend products with higher fees. At WCSG your best interest is our best interest.

Superior Whole Life Alternatives

Whole Life policies are often expensive, offer little or no flexibility of premiums and amount of death benefit, while also capping the annual growth of the cash value at relatively low returns. We not only offer a superior alternative, in most cases we can also convert your current Whole Life policy without any loss in the cash value.

Wall Street Pedigrees

Mark is the Former Head Security Trader of Wall Street's most successful hedge fund in history, Citadel. Applying his financial experience to your family's financial future will make a difference.